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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (8933)	2/7/2001 2:02:54 AM
From: Jurgen Trautmann	Read Replies (2) \| Respond to of 11051

Yeah, just 48% plus - that's quite nothing, isn't it? 1.3 billion Dollar during a recession-quarter: not more than a lot of damp brown stinking substance. OK, these clever TeeVee-guys and analysts take more home probably - so I can realize why csco gave away around 10% after hours bouncing @ 33, closing @ 33 9/16 = 46.6 x 4 x 18 cents... Always I underestimate how clever investors actually do shop. I recommend to sell all csco stocks and invest f.e. in CPQ, investors latest darling - they use to bring loss, so nobody has to fear disappointing earnings; how can something you don't have disappoint? But don't lose time, they're selling day by day more than 10 mio shares thanks their overwhelming P/E of about 72... (sld 100 wkpag @ 2.3 yesterday, 5 cents suboptimal) But better you go to "save heavens" outside technology. I propose KO, they're looking into a great future with reduced shrinking - selling for cheap 68 times their earnings. More bargains? How about SBUX (P/E 89...), OK, this coffee seems to be a bit expensive, but it comes in a trendy paper-cup. Not enough powder for all these opportunities? Here my best SELL - ratings: 1 WCAP (they just make too much money for the price) 2 SIII (grafic-chip-company w/o grafic-chips) 6 DCX (never trust US-cars, they sling like AG* would drove) 8 AMD (not joking: "e" "i" "g" "h" "t") OK - enough: who learns from that will get rich the short way, I promise. Jury PS: I meant 2001 - why should I write 2001 if I meant 2000? Am I president? * I extrapolated that we'll see - 2002: +50 basispoints twice a month - 2003: 100 basispoints cut each week - 2004: 200 basispoints plus per week and so on... 2005: the graceful nation installs a 600 m high monument "coloss of wallstreet" over the Hudson-river, showing AG running upstairs with overflowing attaché case. 2010: Greece promises care-packets (just olives) for the hungry US-people under the condition that the FED accepts rates given by the Delphi-oracle.